BVPIX vs. FSWCX
BVPIX (Baywood ValuePlus Fund) and FSWCX (Fidelity SAI U.S. Value Index Fund) are both Large Cap Value Equities funds. Over the past 5 years, BVPIX returned 11.24%/yr vs 15.24%/yr for FSWCX. Their correlation of 0.93 means they have usually moved in the same direction. BVPIX charges 0.70%/yr vs 0.10%/yr for FSWCX.
Performance
BVPIX vs. FSWCX - Performance Comparison
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Returns By Period
In the year-to-date period, BVPIX achieves a 10.28% return, which is significantly lower than FSWCX's 18.44% return.
BVPIX
- 1D
- -0.73%
- 1M
- 2.03%
- 6M
- 5.51%
- YTD
- 10.28%
- 1Y
- 16.14%
- 3Y*
- 13.56%
- 5Y*
- 11.24%
- 10Y*
- 10.74%
- ALL TIME*
- 9.52%
FSWCX
- 1D
- 0.50%
- 1M
- 3.37%
- 6M
- 15.43%
- YTD
- 18.44%
- 1Y
- 38.19%
- 3Y*
- 21.78%
- 5Y*
- 15.24%
- 10Y*
- —
- ALL TIME*
- 12.28%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
BVPIX vs. FSWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 10.28% | 12.27% | 12.88% | 11.31% | 4.22% | 22.02% | 0.56% | 23.52% | -10.27% | 0.41% |
FSWCX Fidelity SAI U.S. Value Index Fund | 18.44% | 22.50% | 19.90% | 12.64% | -3.50% | 30.43% | -4.44% | 29.09% | -11.54% | 0.77% |
Correlation
The correlation between BVPIX and FSWCX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 19, 2017 | 0.93 |
Over the past year, the correlation between BVPIX and FSWCX has dropped to 0.72 - well below their long-term average of 0.93, suggesting their price drivers have been diverging.
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Return for Risk
BVPIX vs. FSWCX — Risk / Return Rank
BVPIX
FSWCX
BVPIX vs. FSWCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baywood ValuePlus Fund (BVPIX) and Fidelity SAI U.S. Value Index Fund (FSWCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BVPIX | FSWCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.75 | ||
| Sortino ratioReturn per unit of downside risk | -2.17 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.56 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.01 | 6.04 | -4.03 |
| Martin ratioReturn relative to average drawdown | 5.07 | 21.41 | -16.34 |
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Drawdowns
BVPIX vs. FSWCX - Drawdown Comparison
The maximum BVPIX drawdown since its inception was -40.06%, roughly equal to the maximum FSWCX drawdown of -41.41%. Use the drawdown chart below to compare losses from any high point for BVPIX and FSWCX.
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Drawdown Indicators
| BVPIX | FSWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.06% | -41.41% | +1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -7.08% | -5.77% | -1.31% |
Max Drawdown (3Y)Largest decline over 3 years | -13.32% | -16.13% | +2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -16.08% | -19.62% | +3.54% |
Max Drawdown (10Y)Largest decline over 10 years | -40.06% | — | — |
Current DrawdownCurrent decline from peak | -1.52% | -0.31% | -1.21% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -5.49% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.80% | 1.65% | +1.15% |
Volatility
BVPIX vs. FSWCX - Volatility Comparison
Baywood ValuePlus Fund (BVPIX) has a higher volatility of 3.72% compared to Fidelity SAI U.S. Value Index Fund (FSWCX) at 2.50%. This indicates that BVPIX's price experiences larger fluctuations and is considered to be riskier than FSWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BVPIX | FSWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 2.50% | +1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 7.78% | 8.01% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.77% | 11.34% | -0.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 16.65% | -2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.34% | 20.64% | -3.30% |
BVPIX vs. FSWCX - Expense Ratio Comparison
BVPIX has a 0.70% expense ratio, which is higher than FSWCX's 0.10% expense ratio.
Dividends
BVPIX vs. FSWCX - Dividend Comparison
BVPIX's dividend yield for the trailing twelve months is around 7.27%, more than FSWCX's 6.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVPIX Baywood ValuePlus Fund | 7.27% | 7.85% | 5.54% | 5.95% | 4.41% | 10.20% | 1.96% | 3.35% | 7.83% | 4.68% | 3.73% | 16.80% |
FSWCX Fidelity SAI U.S. Value Index Fund | 6.25% | 7.40% | 8.86% | 9.68% | 12.90% | 5.71% | 2.55% | 2.37% | 3.84% | 0.07% | 0.00% | 0.00% |
Frequently Asked Questions
BVPIX and FSWCX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BVPIX has higher volatility (3.72%) compared to FSWCX (2.50%). In terms of maximum drawdown, BVPIX dropped -40.06% vs FSWCX's -41.41%.
FSWCX currently has the higher Sharpe Ratio (3.07 vs 1.33), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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